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Livermore
Livermore
ZHEN

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

TMO holding history

Thermo Fisher Scientific Inc. in every 13F filed by WealthPLAN Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TMO overviewAll 13F holders of TMOFull Q2 2026 holdings

Shares (Q2 2026)
959
Value
$480.9K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of TMO by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026959$480.9K0.1%−1,698−63.9%ReducedHolders
Q1 20262,657$1.31M0.3%−1,319−33.2%ReducedHolders
Q4 20253,976$2.30M0.3%−258−6.1%ReducedHolders
Q3 20254,234$2.05M0.3%+241+6.0%AddedHolders
Q2 20253,993$1.62M0.3%−153−3.7%ReducedHolders
Q1 20254,146$2.06M0.3%+1,274+44.4%AddedHolders
Q4 20242,872$1.49M0.2%−742−20.5%ReducedHolders
Q3 20243,614$2.24M0.3%−506−12.3%ReducedHolders
Q2 20244,120$2.28M0.2%+253+6.5%AddedHolders
Q1 20243,867$2.25M0.2%+524+15.7%AddedHolders
Q4 20233,343$1.77M0.2%−51−1.5%ReducedHolders
Q3 20233,394$1.72M0.2%+1,888+125.4%AddedHolders
Q2 20231,506$785.8K0.1%−1,505−50.0%ReducedHolders
Q1 20233,011$1.74M0.2%−1,444−32.4%ReducedHolders
Q4 20224,455$2.55M0.2%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 2022790$437.0K<0.1%+54+7.3%AddedHolders
Q4 2021736$428.0K<0.1%+37+5.3%AddedHolders
Q3 2021699$439.0K<0.1%+22+3.2%AddedHolders
Q2 2021677$364.0K<0.1%+6+0.9%AddedHolders
Q1 2021671$312.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.